Principal Securities’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
3,743
+911
| +32% | +$50.5K | ﹤0.01% | 1222 |
|
|
2025
Q1 | $125K | Hold |
2,832
| – | – | ﹤0.01% | 1335 |
|
|
2024
Q4 | $125K | Sell |
2,832
-16
| -0.6% | -$707 | ﹤0.01% | 1335 |
|
|
2024
Q3 | $99.2K | Buy |
2,848
+776
| +37% | +$27K | ﹤0.01% | 1397 |
|
|
2024
Q2 | $63.5K | Buy |
2,072
+196
| +10% | +$6.01K | ﹤0.01% | 1508 |
|
|
2024
Q1 | $52.4K | Sell |
1,876
-36
| -2% | -$1.01K | ﹤0.01% | 1547 |
|
|
2023
Q4 | $39.6K | Buy |
+1,912
| New | +$39.6K | ﹤0.01% | 1590 |
|